Certus Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Certus Wealth Management’s Portfolio IUSB Stock Details IUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.02M	Sell	21,857 -3,879	-15%	-$179K	0.61%	34
2025 Q2	$1.19M	Hold	25,736	–	–	0.77%	31
2025 Q1	$1.17M	Hold	25,736	–	–	0.79%	29
2024 Q4	$1.17M	Hold	25,736	–	–	0.78%	27
2024 Q3	$1.21M	Hold	25,736	–	–	0.84%	25
2024 Q2	$1.16M	Buy	25,736 +2,649	+11%	+$119K	0.88%	26
2024 Q1	$1.03M	Hold	23,087	–	–	0.82%	26
2023 Q4	$1.06M	Sell	23,087 -781	-3%	-$34.5K	0.9%	25
2023 Q3	$1.04M	Hold	23,868	–	–	1%	25
2023 Q2	$1.09M	Buy	+23,868	New	+$1.09M	1.08%	25

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Certus Wealth Management's IUSB Position: Q3 2025 in Review

Certus Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 15% in Q3 2025, selling an estimated $179K and leaving 21,857 shares worth $1.02M. The position accounts for 0.61% of the portfolio, ranked #34.

Certus Wealth Management first reported a position in IUSB in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.21M in Q3 2024. 751 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

Certus Wealth Management held 21,857 shares of iShares Core Universal USD Bond ETF worth $1.02M as of Q3 2025.
Certus Wealth Management sold 3,879 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $179K.
iShares Core Universal USD Bond ETF made up 0.61% of Certus Wealth Management's portfolio in Q3 2025, its #34 holding.
Certus Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and has held it in 10 quarters since.
Certus Wealth Management's iShares Core Universal USD Bond ETF position peaked at $1.21M in Q3 2024.
751 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.